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- Who We Serve
- What We Do
- About Us
- Insights & Research
Trusts
- Trends & Strategies
Election 2024: Plan, and Prepare for All Outcomes
Scenario analysis: Planning strategies for each election result.
- Money Masterclass
Modern Trust Provisions
Evolve your clients’ trusts and wills with more than 30 provisions.
- Money Masterclass
The Entrepreneur's Trust
Will your wealth plan encourage your children’s entrepreneurial spirit or foster complacency?
- Money Masterclass
Wealth Planning for Couples Without Children
Planning considerations for modern families.
- Trends & Strategies
Trusts and Sustainable Investing: Building the Bridge
Incorporate ESG strategies into trusts with family values statements.
- Money Masterclass
Tools to Transfer Values with Wealth
Maintain family harmony with these wealth transfer tools.
- Trends & Strategies
Spotlight on ESG Ratings and Rankings
ESG tools can help you meet your investment and sustainability goals.
- Money Masterclass
Take Your Dream to Sea: Financing a Yacht Purchase
Successful projects marry expert planning with passion.
- Trends & Strategies
ESG Integration and Exclusion Explained
Two prominent ESG strategies can help investors align portfolios and values.
- Trends & Strategies
Year-End Planning: Challenging Assumptions
Experts share strategies to prepare for the new year.
- Trends & Strategies
Divorce and Illiquid Assets: Strategies for Moving Forward
How to split private business interests in divorce.
- For Advisors
Realize the Benefits of a Nevada Trust
Explore legal and tax benefits afforded by state law.
- Money Masterclass
Does Placing Your Business in Trust Mean Giving Up Control?
Strategies for striking a balance between trustee duty and family control.
- Money Masterclass
Navigating Trustee Selection
Your wealth transfer plan’s success depends on the trustee.
- For Advisors
Serving Clients In An Evolving Fiduciary Landscape
COVID-19 has made a lasting impact on almost everything, and trust management is no exception.
- Money Masterclass
A Stress Test For Your Estate Plan
Are there surprises lurking in your plan?
- Trends & Strategies
Trust Chasms: Breaking Down Barriers with Younger Beneficiaries
Build successful trustee-beneficiary partnerships.
- Case Study
How One Family Instilled Purpose in Their Wealth Plan
Avoid family conflict with a new approach to wealth planning.
- Money Masterclass
Planning with Purpose
Partnering on a new approach to wealth planning.
- Money Masterclass
Successful Wealth Transfer Starts with Conversations
Insights on Successful Wealth Transfer.
- Money Masterclass
Modern Trust Provisions
Evolve your clients’ trusts and wills with these 26 provisions.
- Case Study
How a Vesting Event Revealed Flaws in an Executive's Estate Plan
Refining an estate plan to address concentrated equity risk.
PARTNER WITH US
Northern Trust works with high-net-worth individuals and families to optimize the impact of their wealth and legacy. Request a meeting to discuss how we can work together.
ABOUT THE INSTITUTE
The Northern Trust Institute is a collaboration of more than 175 experts who harness insights from real-world client outcomes and equip our clients with advice that is tested, meaningful and timely.